Invitation to a conference dealing with annuities and optimal allocation in retirement provides an opportunity to evaluate two special calculators, one (from a major Canadian insurer) kept for financial advisors and insurance agents/brokers, while the other freely available for anyone …

Closely related to broad and creative goal-setting and synchronous balancing of many factors is giving robustness and resilience to your plans by involving more asset and product classes. It makes sense to step even further, beyond financial assets, and think …

It became obvious recently that relying on the lessons of recent history only can gravely mislead us. Real life examples and review of both historic and long-term made-up scenarios can help in finding best personally viable asset-allocation strategies, and protect …

One of the trappings of planning is that memories of the past, especially the most recent ones, constrain our ability to even consider potential futures significantly different from what we already know; it’s very beneficial to fight this tendency. Related …

Before forking into four more or less separate branches of my recommendations, in this section you can read and watch some thoughts about dealing with the future in general, the roles and limits of forecasts, and dealing with risks and …

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The accuracy of the information and opinions contained in this communication is believed to be reliable, but is not guaranteed and, due to the nature of the information and opinions, is subject to change at any time. This communication is for information only and is not a solicitation, offer or trading advice. I encourage you to seek personal advice from your advisor, regarding your particular circumstances.